This guided video shows how to use the ProjectMark InDesign Plugin to insert and update ProjectMark Data Hub content directly inside Adobe InDesign. It walks through the core actions step by step and highlights key behaviors to be aware of when working with projects, team members, and files.
Use this page alongside the video to better understand what you’re seeing on screen and how each part of the plugin fits into your proposal workflow.
If you haven’t installed the plugin yet, start with How to Install the InDesign Plugin, which covers system requirements, permissions, and the installation process. Once installation is complete, return to this video to learn how to work with the plugin in your day-to-day proposal workflow.
What the ProjectMark InDesign Plugin Does
The ProjectMark InDesign Plugin connects Adobe InDesign to your ProjectMark Data Hub, allowing you to browse, insert, and update content without manually copying information between systems.
From within InDesign, you can access:
- Files stored in ProjectMark
- Company information
- Team member profiles
- Project data and assets
All content shown in the plugin reflects what is stored in ProjectMark.
Navigating the Data Hub in InDesign
The plugin mirrors the structure of your ProjectMark Data Hub, making it easier to locate content you already manage in the platform.
Browsing Files
Use the All Files section to access images and documents stored in ProjectMark.
You can:
- Switch between list view and grid view
- Sort files by name, date added, date updated, or file format
- Use breadcrumb navigation to move between folders
This is especially useful when working with logos, images, or standard proposal assets.
Accessing Company Information
Company-related content is organized within the Company Bio folder.
From here, you can quickly access:
- Company logos
- Standard company information used in proposals
Keeping this information up to date in ProjectMark ensures you always pull the correct version into your InDesign templates.
Working with Team Member Profiles
Team member folders allow you to insert standardized staff information into proposals.
Each profile can include:
- General information
- Education, experience, and credentials
- Custom fields and sections defined in your Data Hub
To find the right person quickly, you can:
- Sort and filter team members
- Reset applied filters using Clean All
- Use the search bar to locate specific individuals
Using Project Data in Proposals
The Projects folder provides access to project-related information and files.
From this section, you can:
- Browse past and active projects
- Sort and filter projects to narrow results
- Access associated files and project data
This allows proposal teams to research and reuse accurate project information without leaving InDesign.
Replacing Images
To update an image:
- Select the image in your InDesign template
- Choose a new image from the plugin
- The image is replaced in place, without disrupting layout
Replacing Text
To update text:
- Select a text frame or highlight specific text
- Choose replacement content from the plugin
- Only the selected content is updated
This makes it easy to update individual sections without reworking entire layouts.
How Formatting Is Handled
Text inserted from paragraph fields in ProjectMark retains its formatting, including:
- Bold, italics, and underline
- Line breaks
- Bullet points and numbered lists
Tip:
Ensure the fonts used in your InDesign template support these styles to avoid formatting issues.
You can also replace only part of a paragraph by highlighting the text before inserting new content.
Best Practices When Using the Plugin
To get the most value from the InDesign plugin:
- Keep project and team data accurate in ProjectMark
- Use ProjectMark as the source of truth (changes in InDesign do not sync back)
- Avoid storing key information only in uploaded files
- Maintain consistent templates so inserted content behaves predictably
Well-structured data in ProjectMark leads to faster, cleaner proposal updates in InDesign.
